Wall Street & Technology is part of the Informa Tech Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.

Trading Technology

02:07 PM
Connect Directly
RSS
E-Mail
50%
50%

ACM Targets Broker-Dealers

Accessor Capital Management (ACM), a Seattle-based investment management firm, is targeting broker-dealers and other investment intermediaries with the release of smartSolutions, a Web-based investment and administrative tool. Already used in the bank trust and insurance channels, smartSolutions allows users to manage small investment accounts, including those with assets of less than $100,000.

"SmartSolutions provides a customized investment policy for each client - a diversified portfolio that accesses a whole cadre of the world's best managers, tax-efficient rebalancing to the asset allocation target of the investor, and constant monitoring of all sub-advisers of various funds," says ACM president Tony Whatley.

The product includes AllosetWEB, a plug-and-play tool that enables advisers to build customized investment plans and policies, and an interface to the Accessor Allocation Funds, a family of six funds managed by independent sub-advisers, including State Street Global Advisors Funds Management and JPMorgan Fleming Asset Management. SmartSolutions also performs administrative tasks, including compliance and reporting functions and the production and distribution of customized statements.

www.accessor.com 800-882-9612

https://www.wallstreetandtech.com


Copyright 2005 CMP Media LLC. All rights reserved.
7/1/05, Issue # 2307, page 59.

Register for Wall Street & Technology Newsletters
Video
Exclusive: Inside the GETCO Execution Services Trading Floor
Exclusive: Inside the GETCO Execution Services Trading Floor
Advanced Trading takes you on an exclusive tour of the New York trading floor of GETCO Execution Services, the solutions arm of GETCO.